801 Twelve Oaks Center Drive
Suite 817
Wayzata, Minnesota 55391
Tel: 612-217-1143
ACM, formally registered with the SEC as ACM. The firm was established in 09/26/2017. They have over 2 offices throughout the country.
ACM is a Wayzata, Minnesota based Financial Planning firm with nearly $212,813,314 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 285739 |
SEC# | 801-111736 |
Assets Managed by Firm | $212,813,314 |
No. of Clients | 14 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 14 | $212,813,314 |
Individuals (other than high net worth individuals) | 8 | $271,861 |
High net worth individuals | 4 | $388,883 |
Pension and profit sharing plans | 1 | $161,685,475 |
Charitable organizations | 1 | $50,467,095 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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